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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,141 | $73,019-62.8% | $90,766-70.1% | $68,490-60.4% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.6pp | 67.9%-10.8pp |
| Annual return | -17.22% | -13.81%-3.4pp | -12.16%-5.1pp | -7.85%-9.4pp |
| Employer contribution / active EE | $835 | $2,193-61.9% | $2,922-71.4% | $2,597-67.8% |
| Participant deferral / active EE | $1,485 | $3,626-59.0% | $4,565-67.5% | $4,028-63.1% |
| Admin fee / account holder | $4,341 | $5,897-26.4% | $8,446-48.6% | $5,403-19.6% |